+125,128.0%
APH vs AZO
+25,847.9%
+99,280.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -2.0% | -1.8% |
| 7D | +4.9% | +1.3% | +3.5% | +4.5% |
| 30D | -5.4% | +12.0% | -17.3% | -8.7% |
| 3M | -5.5% | +7.2% | -12.7% | -7.8% |
| 6M | +25.9% | -3.2% | +29.1% | +25.2% |
| YTD | +16.4% | -3.9% | +20.2% | +15.5% |
| 1Y | +16.5% | -14.7% | +31.1% | +19.4% |
| 3Y | +270.9% | +20.4% | +250.4% | +238.6% |
| 5Y | +289.5% | +72.8% | +216.7% | +216.4% |
| 10Y | +930.0% | +334.4% | +595.6% | +525.3% |
| All | +125,128.0% | +25,847.9% | +99,280.1% | +28,028.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AZO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling